Vulnerability | Matrix Capital

Jul 25

Consumer Duty – A Year On

It’s now almost a year since Consumer Duty, the standard introduced by the FCA to improve consumer protection for financial services...

Jul 25

We are very excited to announce My Care Hub!

This is an online resource that provides access to invaluable capability and support for clients in vulnerable circumstances, whether...

Jun 18

Have you considered a Charter for dealing with vulnerable clients?

We make no apologies for revisiting the subject of vulnerability, a subject we at Matrix Capital take extremely seriously.

May 7

Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.

Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...

Apr 2

How to protect your legacy with protection from Caleb Roberts

What is a legacy? Typically, a legacy refers to what is passed on or left behind after we go. A legacy could refer to something of...

Apr 2

Wealth is not an insulator against vulnerability.

Identification of vulnerability is key. For many years our own regulator, the FCA, has quite rightly given huge emphasis on how we, in...

Mar 27

We are keen to support you with clients in vulnerable circumstances.

Regulatory Pressure on how to identify and work with Vulnerable clients. In recent times how the legal profession takes instruction and...

Feb 29

Don’t forget about the Pension Will

PASSING IT ON EFFICIENTLY Passing on wealth efficiently and to coincide with the preferences of clients is a duty incumbent to both the...

Dec 19, 2023

How to secure your family's financial position in case of illness or disability

When it comes to financial planning, it's important to consider all possible scenarios, including the impact of illness or disability on...

Oct 24, 2023

Care home fees soar amid cost-of-living crisis.

The above was a worrying, and yet an entirely unsurprising headline to a September article from the respected consumer watchdog, Which....

Apr 4, 2022

Suddenly wealthy but vulnerable too

Chartered Financial Planner Robin Melley was recently featured in the Financial Planning Today publication, presenting a case file on a...